Vision Capital Partners offers personalized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Vision Capital Partners builds customized portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, following modern portfolio theory to balance risk and return. Clients can choose between discretionary management, where Vision Capital Partners makes investment decisions on their behalf, or non-discretionary management, where clients approve each trade. In addition to investment management, Vision Capital Partners provides financial planning covering retirement, education savings, tax strategies, and insurance needs, as well as family office services like bill pay assistance and family governance. Vision Capital Partners also advises retirement plan sponsors on plan structure and investments.
Fee Structure
Vision Capital Partners charges an annual fee based on the value of the assets they manage for you, ranging from 0.40% to 1.85% per year. Fees are calculated and paid quarterly in advance. The exact rate depends on the specific fee schedule agreed upon and takes into account the total assets you invest with Vision Capital Partners.